Review and Complete a Daily Sales Summary

It is recommended to review the Hours Worked, Hours Scheduled, and Variance columns for potential missed punches, as well as unusually long or short shifts.

If missed Punches are discovered, they should be corrected in the POS, and the DSS should then be re-imported. The DSS can also be re-imported to resolve any other differences between the POS and R365.

If you do not have access to re-importing the DSS, add a comment at the bottom of the DSS explaining the reason for requesting that the DSS be re-imported

When the 'Employee Punch Edits' feature is enabled, Employee Punches are required to be edited within the DSS. Any changes to Punches in the POS will not be updated upon re-import to R365.

A Log Entry about the Employee's performance can be entered in the 'Comment' section or via the 'Tell us something we should know...' field below the review steps. 

The Log Entry will be saved for the Employee on the Notes tab of their Employee Record and will be included on the Log Entries page.

Any Log Entry associated with an Employee who also has access to the DSS form will be hidden from their view

Labor Rules in R365 can be configured to add penalty Earnings for Rule Violations. If Labor Rules are configured, the penalty Earnings columns should be reviewed during the Labor Review. 

Punch Management in R365 allows for adjustment to Employee Punches. When the 'Employee Punch Edits' feature is enabled, Users can edit Employee Punches and Pay Rates directly within the DSS. 

When 'Employee Punch Edits' is enabled, Employee Punches are required to be edited within the DSS. Any changes to punches in the POS will not be updated on re-import to R365.

Tip Management in R365 allows for adjustment to the existing Tips that have been imported from the POS. When the 'Tip Import' feature is enabled, Users have the ability to indicate Tip totals that were already paid in cash or that should be included in paychecks, as well as distribute Tips between all Tipped Employees. 

When Tip Automation is enabled, earnings associated with approved tip distributions will appear on associated DSSs. Tip distributions that calculate daily will appear on the DSS for the calculated day. Tip distributions that calculate weekly will appear on the DSS for the last day of the week.

After tip distributions are approved, tips owed will be added to the DSS as 'Tips' earnings.

Non-Worked Earnings within R365 allows for non-worked Earnings to be added to DSS Labor. When the 'Employee Punch Edits' feature is enabled, Users can enter Earnings that are not associated with the Employee's worked hours. These Earnings might include Vacation, Sick Time, Bereavement, etc. Please contact R365 Support for assistance configuring additional Earning Types.

1. Click on the desired deposit in the left hand deposits column.

2. Review Total Deposit amount.

3. Review and update Bill counts.

4. Review and update Total Coin amount.

5. Review and update Total Check amount.

6. Review and update Unpaid Cash Tips.

7. Review and update Petty Cash amounts.

1. Click +New Deposit in the left hand deposits column.

2. Enter Bill counts.

3. Enter Total Coin amount.

4. Enter Total Check amount.

5. Enter Unpaid Cash Tips.

6. Enter Petty Cash amounts.

All deposits created on the Till Management page will be saved to the Deposits step of the corresponding location's unapproved Daily Sales Summary.

Users can create deposits by navigating to the Till Management page or by clicking 'Edit This Deposit' at the bottom of the Deposits step.

The Comps and Promotions are a factor of any Payment Type Accounts with the 'This is an Exception Type' Checkbox checked.

The 'Paid Outs' tab lists all Paid Outs by Cost Category, Amount, and POS Description. These Paid Outs will be mapped based on the rules created from the POS Mapping Tool.

As needed, Cost Categories can be updated to a specific GL Account and a brief note can be added in the POS Description field to describe the reason for the Paid Out.

The 'House Account' tab is where all House Accounts from the POS can be mapped to Customers in R365, if not already mapped by the POS Mapping Tool. Users can view details about the transaction and then update the R365 Customer field and add a note about the transaction in the Comment field, if needed.